Assistant Account Manager

3 weeks ago

Berwyn, United States Sovereign Insurance Group Full time
Job Overview and Requirements 
Sovereign Insurance Group is looking for an Assistant Account Manager to support niche clients and collaborate across teams to provide best-in-class service. As an Assistant Account Manager, you are responsible for assisting in the day-to-day servicing of commercial lines clients, including new and renewal business, processing, and maintenance of exceptional Customer relations with the client, insurance companies, and other third parties. The ideal candidate will be a diligent team player who constantly seeks to understand the issues related to our industries and will have (or be willing to learn) the expertise, market knowledge, and drive to deliver the highest quality results.

About Sovereign Insurance Group
Since 1959, Sovereign Insurance Group has been a leader in the non-profit, commercial property and casualty marketplace. We are a growing company that expanded from one location in Southeastern PA to a multi-state organization, and we are poised to continue our expansion.

We believe in approaching our clients, our insurance companies, and our employees with humility and always considering the other party's interests above our own.  This philosophy guides us in taking our talents, our time, and industry know-how to provide the best overall results we can for our clients.

Responsibilities
  • Prepare submissions on all renewal accounts that need remarketing.
  • Track expiration listing and initiate renewal process with both the carrier and client.
  • Prepare renewal applications for client completion via our third-party application platform and manage communication with the client throughout the process of completion.
  • Manage carrier communications throughout renewal process. 
  • Initiate endorsement request in operating system, process incoming endorsements and send to clients.
  • Handle questions, research, and resolve problems.
  • Interact with carriers and internal/external customers to ensure delivery of exceptional Customer service and adherence to policies and procedures.
  • Follow up on receipt of loss runs, loss control recommendations, etc.
  • Prepare executive summaries and various renewal documents for presentation to clients.
  • Work in a team environment on a specified book of business.
  • Perform other duties as may be required or assigned.

Requirements
  • Bachelor's Degree or industry-related experience
  • Commercial multi-line property and casualty insurance experience preferred. 
  • Insurance designation preferred. 
  • Ability to work well in a team environment while maintaining dedication to growth and quality customer service. 
  • Exceptional organizational and customer service skills.
  • Excellent written, interpersonal, analytical, and verbal communication skills.
  • Must be able to multi-task, delegate, and handle responsibilities with minimal supervision.
  • PC proficiency required. MS Office (Word and Excel) preferred.
  • Familiarity with AMS360 or other similar systems is a plus.  

Benefits
  • Competitive salary, commensurate with experience.
  • Health insurance, vision, dental, life insurance, and short-term disability insurance. This includes an employer-sponsored HSA, paid coverage for employees, and cost-sharing for families.
  • 401K with employer matching.
  • Hybrid work environment after successful completion of training. 
  • PTO and paid holidays to support work-life balance. PTO is based on experience and expected to increase overtime.  
  • A casual office environment with a dedicated and professional team.

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